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FMB WEALTH MANAGEMENT
FMB WEALTH MANAGEMENT
WESTLAKE VILLAGE, California
·
7 registered advisors
·
CRD# 122309
SEC# 801-61556
0
805-446-4494
01
Firm Overview
AUM
$452M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at FMB WEALTH MANAGEMENT
7 registered advisors
Daniel Laurence Mock
WESTLAKE VILLAGE, California
CRD# 6343729
David Ray Howerton
WESTLAKE VILLAGE, California
CRD# 4540828
Debra Annette Fields
WESTLAKE VILLAGE, California
CRD# 3049831
Evan Zackary Miller
WESTLAKE VILLAGE, California
CRD# 4696691
Grant E Blindbury
WESTLAKE VILLAGE, California
CRD# 4697717
Jeremy James Fields
WESTLAKE VILLAGE, California
CRD# 6144701
Thomas Willon Fields
WESTLAKE VILLAGE, California
CRD# 1520125
05
Office Locations
WESTLAKE VILLAGE, California
7 advisors
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Data sourced from SEC Form ADV filings. FMB WEALTH MANAGEMENT (CRD# 122309) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.